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Aegon Asset Management · 6 hours ago

Associate / Sr. Associate, Private Equity & Mezzanine - Aegon AM

Baltimore, MD

Full-time

Onsite

Entry, Mid, Senior Level

$120K/yr - $140K/yr

1+ years exp

Aegon Asset Management is a leading global investor managing assets of US $351 billion. The role involves managing and executing multiple aspects of the investment process within the Private Equity team, focusing on sourcing and evaluating investments to meet client goals.

CrowdfundingFinancial Services

Responsibilities

Manage and execute multiple aspects of the investment process on potential private asset funds, co-investments and secondary investments, including sourcing, due diligence, in-depth financial modeling, preparing investment recommendations and memos, and presenting to the investment committee and/or senior portfolio managers

Negotiate and execute transactions with a degree of independence. Collaborate with legal and operations departments to ensure proper execution of limited partnership agreements, capital calls and distributions

Make recommendations on amendments, consents and other ongoing partnership maintenance

Monitoring of managers and portfolio investments, including writing reports and attending/participating in manager investor meetings

Maintain and develop relationships with general partners, agents, bankers, and other intermediaries

As appropriate, engage with other groups within Aegon AM such as structured and alternative fixed income, bank loan team, high-yield team, fixed income research, quantitative solutions, etc. to help source and diligence investment opportunities

Work travel opportunities

Qualification

Financial modelingPrivate equity experienceInvestment analysisM&A experienceDue diligenceAnalytical skillsIntellectual curiosityCommunication skillsProblem-solvingInterpersonal skillsTeam collaboration

Required

At least one year of experience for the Associate position; three plus years for the Senior Associate position of direct investment, secondary, lending, M&A, investment banking, financial due diligence, FP&A, or accounting experience that includes financial modeling & analysis

Bachelor's degree in Finance, Accounting, Economics, Mathematics or related field

Intellectually curious and highly self-motivated with exceptional written and oral communication skills

Strong analytical and financial modeling skills

Creative and independent problem-solving abilities

Excellent interpersonal skills, including the desire and ability to interact with general partners, clients and external parties

Preferred

Preference will be given to candidates with experience executing private equity secondary investments, direct investments, and/or co-investments

Knowledge and experience within the private equity community

Bachelor's degree from a top-tier institution with a strong GPA and a demonstrated history of academic and/or community leadership

CFA, MBA, or CAIA preferred if the undergraduate degree is not Finance or Accounting

Benefits

Competitive Pay

Bonus for Eligible Employees

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

Paid Time Off starting at 160 hours annually for employees in their first year of service.

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

Adoption Assistance

Employee Assistance Program

College Coach Program

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs